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Job Category: Customer Service

Operations Director

Director of operations

Summary

Our client is one of the top providers of ground transportation to airlines crews across the country. As our Director of Operations, you will play an integral part in providing leadership and direction to our management teams in multiple locations nationwide.

Reporting directly to our CEO, this person will be responsible for the successful operation of our 13 stations and will manage a team of 11-15 Station Managers. 

With direct oversight of each of our stations, you will be responsible for approving daily and weekly schedules and making sure all trips are covered, providing insight and leadership in regards to progressive discipline for drivers and station managers, keeping morale and engagement high in each station, hiring and training new station managers to set them up for success, ensuring scheduled maintenance on vehicles is performed, and making sure that Key Performance Indicators meet or exceed expectations weekly.

This is a salaried position (exempt from overtime).

Major Accountabilities

  • Oversee scheduling at each station to make sure all trips are covered.  Efficiencies and KPI’s are to be under 1.0 per trip to maximize profitability and customer satisfaction.
  • Manage team of 10-12 dispatchers in our Fort Lauderdale headquarters.  Oversee scheduling, recruiting and disciplinary action for the dispatch team.
  • Act as point of escalation when service issues arise, advise Station Managers on proper reporting and documentation.
  • Ensures all drivers follow all policies and procedures, including fuel policy and accident reporting procedures.
  • Manage progressive discipline procedure for station managers and drivers, ensuring write ups are completed in a timely fashion and each issue is documented in employee files.
  • Partner with HR  to manage station recruiting, ensuring each station is fully staffed at all times.  Ensure paperwork for new drivers and managers is completed in a timely fashion, including all required licenses, permits and registrations.
  • Hold all drivers and station managers accountable to the standards and expectations according to company policies, procedures and otherwise.
  • Manage all vehicle maintenance schedules and be proactive ensuring all vehicles are properly maintained under the hood and inside the van as required.
  • Ensure all Office procedures and office standards are in place as required.

Minimum Qualifications/Requirements

As a leader within the organization, you must be passionate about customer service, have experience in the transportation/airline or hospitality industry, and an understanding of DOT and Safety Compliance.  Other requirements include:

  • 5-7 years of management experience
  • Ability to react quickly changing situations
  • Flexible schedule to include nights and weekends, according to our 24/7/365 operation
  • Strong leadership skills ability to work with employees from a variety of backgrounds and personalities
  • Experience delivering feedback and constructive criticism to employees at all levels throughout the organization
  • Comfortable having difficult conversations, including around discipline, training and employment decisions
  • Experience working in a fast paced, high stress environment, preferably at a start up
  • Ability to prioritize tasks constantly throughout shift

 

Our client is in a high growth environment, which requires leadership skills that inspire and a drive and passion to be successful and win.  A “do whatever it takes to succeed” attitude is necessary to be successful here.  Our VP of Operations needs to believe in and lead by example when it comes to our 5 core values.

  • I am Raving Fans – Providing “Raving Fan” Service.  Going above and beyond for our customers
  • I am Innovation – Constantly innovating, always being proactive rather than reactive
  • I am Accountable – Holding yourself and your team to the highest standards of customer service and taking responsibility for issues that arise
  • I am Valuable – Making sure that our customers and team members feel valued at all times
  • I represent the Company – Ensuring all employees represent the Company values at all times.

 

Additional Requirements

Ability to lift up to 75 pounds up to 20 times per day; be able to work outdoors in heat and cold, have a valid driver’s license and be approved by the Company’s insurance carrier; may be required to obtain special city/airport permits.

 

Financial Advisor

Job Description
Title:    Financial Advisor
Department(s):    Sales
Reports to:    Sales Manager

Job summary:
Our Financial Advisor group is comprised of certified professionals who advise prospective and current clients about debt management, cash management, investments and insurance.  As a Financial Advisor, you will assess the client’s current financial health to provide strategic advice; becoming a planning partner and educator to the client on such topics as budgeting and saving, insurance and tax matters, and investment options. 

Summary of essential job functions:
•    Execute the vision of the company by assessing client needs and preparing financial advice in accordance with company investment policies.
•    Assesses client’s overall financial picture; understand their needs to devise an appropriate financial plan that fits the client’s risk profile.
•    Sales:  successfully move prospective client’s assets to the firm.
•    Set up regular meetings to review the client’s goals and progress.
•    Maintain ongoing relationships with clients, keeping them updated about any changes affecting their financial plan.
•    Work with support staff to establish client records and update their files.
•    Work with Chief Investment Officer to ensure compliance.
•    Act as a liaison between company and clients, communicating in an organized and professional manner.

Minimum requirements:
•    Bachelor’s Degree in Finance, Accounting or related field is preferred
•    Licensures: Series 7, Series 65, 66 or 63, Series 2-15
•    Must have strong verbal and written communication skills. 
•    A minimum of one (1) year experience in a financial planning role is preferred. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed is preferred.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.

Expectations:
•    Sales:  ability to effectively understand the customer’s needs and explain how our products can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should result in a sale
•    Project management: effectively organizes, prioritizes and manages assigned tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, and personal experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.
 

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.